TVWM
Tower View Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-29,081
| Closed | -$1.55M | – | 138 |
|
|
2019
Q1 | $1.55M | Buy |
29,081
+118
| +0.4% | +$6.29K | 1.38% | 35 |
|
|
2018
Q4 | $1.24M | Buy |
28,963
+204
| +0.7% | +$8.71K | 1.28% | 37 |
|
|
2018
Q3 | $1.54M | Buy |
28,759
+268
| +0.9% | +$14.3K | 1.34% | 34 |
|
|
2018
Q2 | $1.69M | Buy |
28,491
+368
| +1% | +$21.8K | 1.59% | 28 |
|
|
2018
Q1 | $1.79M | Buy |
28,123
+258
| +0.9% | +$16.4K | 1.79% | 23 |
|
|
2017
Q4 | $1.71M | Buy |
+27,865
| New | +$1.71M | 1.57% | 29 |
|